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LIC MF Banking And Financial Services Fund vs Quant BFSI Fund Regular compare
LIC MF Banking & Financial Services Fund Regular-Growth
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|---|
| Fund | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹279 Cr | ₹279 Cr | ₹601 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 27 Mar 2015 | 27 Mar 2015 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | % | 46% | % |
| Expense Ratio | 2.42 | 2.42 | 2.34 |
| Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Sanjeev Sharma |
| ISIN Code | INF767K01NH2 | INF767K01NH2 | INF966L01CA6 |
| Exits Load | LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|---|
| 1 Month | 0.52% | 0.52% | -2.5% |
| 6 Month | 5.15% | 5.15% | 5.73% |
| 1 Year | 21.24% | 21.24% | 25.39% |
| 3 Year | 13.88% | 13.88% | - |
| 5 Year | 13.85% | 13.85% | - |
SIP Return Analysis
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|---|
| 6 Month | 3.46% | 3.46% | 5.54% |
| 1 Year | 18.04% | 18.04% | 31.15% |
| 3 Year | 11.88% | 11.88% | - |
| 5 Year | 12.67% | 12.67% | - |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 10.04% | 10.04% | 13.47% |
| 3 Year | 9.54% | 9.54% | - |
| 5 Year | 8.6% | 8.6% | - |
Risk Management
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 13.16% | 13.16% | - |
| Sharp | 0.44% | 0.44% | - |
| Beta | 1.00% | 1.00% | - |
| Alpha | -1.87% | -1.87% | - |
Fund Managers
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|---|
| Name | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Sanjeev Sharma |
| Total AUM | ₹2153 Cr | ₹2153 Cr | ₹39731 Cr |
| Funds Managed | 3 | 3 | 22 |
| LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|---|
| Others | 7.51 | 7.51 | 54.79 |
| Mid Cap | 14.11 | 14.11 | 11.91 |
| Small Cap | 21.2 | 21.2 | 15.51 |
| Large Cap | 57.18 | 57.18 | 17.79 |
Sector Allocation
| Scheme Name |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|---|
| Others | 1.19 | 1.19 | 33.6 |
| Financial Services | 94.42 | 94.42 | 64.85 |
| Consumer Cyclical | 1.88 | 1.88 | - |
| Technology | 2.51 | 2.51 | - |
| Energy | - | - | 1.55 |
Top Comparisons
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Quant Multi Asset Allocation Fund-Growth
3Y Returns23.44%
